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Helena Lei

MBA

General Manager

(The company name is only visible to registered members)

Shanghai
China

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Personal information

Wants

投资人才, 保险人才, 风险管理技术, 企业客户, 高净值个人客户。 Experienced Investment manager, Insurance talent, risk management technology, corporate clients, high net worth individuals
Haves

信用保险, 保险经纪, 财富管理, 风险管理, 贸易融资, 股权融资, 风险投资, 企业客户, 个人高端客户, 专业理财咨询, 企业融资咨询。 Credit Insurance, Insurance Brokerage, Wealth Management, Financial planning, Private Equity, Merge & Acquisition, Risk Management, Credit evaluation, Collection, Trade Finance, Corporate Clients, High-end users
Interests

网球, 滑雪, 骑马, 瑜珈, 美容, 健身, 宠物, 商务聚会
Groups

Professional experience

2009 - present

(Only visible for registered members)
Oct 2007 - present
(4 years, 8 months)

Business Director

Everbest Wealth Management, http://www.everbest-finserv.com.hk/

Industry: Financial Services
Jan 2007 - present
(5 years, 5 months)

Business Director

Shanghai SP insurance brokers, http://www.spib.com.cn

Industry: Insurance
Mar 2005 - 2007

主管

COFACE CHINA, http://www.coface.com.cn

Industry: Insurance

Employment status

Executive

Educational background

Macau University of Science and Technology
China Trade, MBA

Languages

English, Chinese

About me

Investment Consulting:

1: We are providing insurance brokerage firm's investment consulting service, including equity participation, or mergers and acquisitions, please contact me directly.
2: China GEM market( Growth enterprise market) investment consulting service.

Wealth Management Consulting:

我们为全球客户提供理财规划和退休年金计划, 通过与银行,基金,投资公司以及各大金融机构的密切合作,提供有效的投资组合和离岸信托服务, 为你的资产增值保值, 并进行有关税务咨询,我们寻求拥有客户资源的合作伙伴并欢迎专业人士加盟。

we offer the financial planning and pension service to our clients worldwide by brokerage service, we have established the strong relationship with top banks, fund houses,investment companies and popular financial institutions, we can help you plan your assets and capital based on personal criteria and financial goals, including portfolio investment,off-shore trust, immigration plan and tax consultation.......we are looking for partnership with agents and individual professionals.

Marketing Consulting:

Base on our existing sales channel and local resource, our service is covering cross insurance service, banking service and off-shore fund service.... we would also like to provide services to those wealth management group worldwide who is interested in China market, we would support them to cater into China market, recruit local talents build up sales team, to facilitate transactions and enhance their commercial activities in China by the tailor-made marketing promotion tools and business collaboration.

Helena lei

Skype ID: honeykiss88
MSN ID: lvhelena
Email: helenaleih@yahoo.com.cn